See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,467 | $100,754+198.2% | $86,677+246.7% | $134,475+123.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.96% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $3,817 | $3,489+9.4% | $2,836+34.6% | $4,740-19.5% |
| Participant deferral / active EE | $10,570 | $5,338+98.0% | $4,656+127.0% | $6,400+65.2% |
| Admin fee / account holder | $29,641 | $10,926+171.3% | $7,493+295.6% | $11,426+159.4% |